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Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

reuters.com

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Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#41

Earlier quoted context omitted.

as a Chinese raised in China myself, this happens pretty regularly since years ago. I don’t think Winnie the Pooh has big balls to attack Taiwan in recent future. China has too much to lose right now.

Wasn't that what people were saying about Russia's aggression too? Yet here we are.

It's not yet clear whether or not this war will end like the one with Georgia, or with a worse outcome.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#42
post #37
post #18

Earlier quoted context omitted.

But we saved some money by shuttering all our factories and outsourcing everything, so, who's to say what the right answer was. (/s)

"We saved some money" is how economics works in price competitive markets. This is a result of many players doing what keeps each one competitive, but without collaborating on what the large scale effects are down the road.

And most importantly, economics assumes that the market is perfect, which it most certainly is not in practice.

What we didn’t do enough is take the geopolitical landscape into this equation (or a potential pandemic, for that matter), which I hope changes after recent developments.

I blame the governments mostly for this, I completely understand the businesses needing to do what’s best for business.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#43

Earlier quoted context omitted.

as a Chinese raised in China myself, this happens pretty regularly since years ago. I don’t think Winnie the Pooh has big balls to attack Taiwan in recent future. China has too much to lose right now.

I think they'll be watching what happens in Ukraine very carefully. Then they'll be calibrating their predictions about what would happen if they invaded Taiwan with Russia's experience in Ukraine.

I doubt the TSMC fabs would survive a PLA invasion of Taiwan. If nothing else, the CIA would probably blow them up during the attack.

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#45
post #40

Can someone explain why neon is critical for "lasers used in chip manufacturing" ? I don't think they'd be using He-Ne lasers, and if they are I would think those could be replaced fairly easily with solid-state lasers.

Deep-ultraviolet excimer lasers, I think (?). Not a domain expert!

- "Excimer laser gas mixtures are a combination of rare gases (argon, krypton, xenon, or neon) and halogen gases (fluorine or chlorine). The mixture of gases determines the wavelength of DUV light produced. Argon+fluorine+neon (193nm) and Krypton+fluorine+neon (248nm) are the two most common mixtures used. In terms of volume; neon makes up approximately 96–97.5% of the mixture."

https://www.linde-gas.com/en/images/Gasworld%20Excimer%20Las...

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#47
post #24

Earlier quoted context omitted.

Doesn't that happen on more or less a weekly basis?

Yes, why does it still happen on a weekly basis?

Taiwan’s “Air Defense Identification Zone” extends over mainland China. Though it seems it mostly cares about incursions in the southwest corner. https://en.wikipedia.org/wiki/Air_defense_identification_zon...

Re: Ukraine is a major producer of neon gas, critical for lasers used in chipmaking

#49

90%! Did we really let ourselves become so reliant on Ukraine and Taiwan for computer chips? Taiwan being the next country most under threat. In fact, Reuters just reported that "Taiwan warns Chinese aircraft in its air defence zone" https://www.reuters.com/world/asia-pacific/taiwan-reports-ni...

Global trade has been a peacekeeping incentive for decades.

But despots don't act for the sake of the people's will, so it's not easy to account for that.

But anyways most markets are emergent, not planned strategically .

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